See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $615,047 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $23,462 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,607 | $57,150-65.7% | $93,606-79.1% | $106,382-81.6% |
| Participation rate | 85.6% | 49.1%+36.5pp | 68.7%+16.9pp | 69.9%+15.7pp |
| Annual return | 16.34% | 15.81%+0.5pp | 133.20%-116.9pp | 17.37%-1.0pp |
| Employer contribution / active EE | $777 | $1,015-23.4% | $2,420-67.9% | $3,364-76.9% |
| Participant deferral / active EE | $2,140 | $1,853+15.5% | $4,411-51.5% | $5,569-61.6% |
| Admin fee / account holder | $37 | $64-43.1% | $8,285-99.6% | $79-53.8% |